You can easily upload documents to your client's profile, this includes documents that clients and third parties need to sign electronically. This means all documents can live within Birdie, on a client's profile.
What documents should I upload?
Rather than uploading forms which already have client details on them, you should amend your document templates so that you are then able to upload generic documents which can be added to all client files.
These may include documents such as:
Consent to care and treatment
Consent to share information
Terms and conditions of service delivery
We recommend removing the name, date, and signature panels on your documents, before uploading them. This is because these fields will not be brought to you by Birdie. An example can be seen below:
How to upload documents to all of your client's profiles
Click on your name on the right-hand corner
On the drop-down menu select Upload Documents
You will be taken to a page where you can upload blank documents
Click the box with the arrow, upload a PDF file max 12MB
Please note: These files will be uploaded for all clients so do not upload files with any personal information here
How to upload documents for a specific client
If you have any additional risk assessments or documents, which you would like to store in the Care Plan of your client then you can use the document uploader.
Go to your client
Click on the Care plan tab
Scroll to the bottom of the page
Click the Documents box
Upload documents specific to your client here
Please note: All images (.jpeg, .png) and PDF files will be visible by carers in-app, Word documents will not be visible to the carers.
Once the file has been uploaded it will appear below, along with the date of upload, along with a document ID that we generate at the point of uploading.
Please see this article if you need help converting a word document to a PDF
I have uploaded my agency documents, what now?
Check out this article to understand how to collect signatures electronically.
Prefer watching videos? no problem, the video below will guide you through the above information.